Lido Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Lido Advisors’s Portfolio SCHM Stock Details SCHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.62M	Sell	179,442 -27,623	-13%	-$951K	0.02%	436
2026 Q1	$6.41M	Sell	207,065 -97,674	-32%	-$3.11M	0.02%	407
2025 Q4	$9.08M	Sell	304,739 -14,908	-5%	-$444K	0.03%	337
2025 Q3	$9.48M	Buy	319,647 +292,707	+1,087%	+$8.52M	0.03%	316
2025 Q2	$756K	Sell	26,940 -98,488	-79%	-$2.6M	﹤0.01%	957
2025 Q1	$3.29M	Sell	125,428 -10,877	-8%	-$303K	0.01%	426
2024 Q4	$3.78M	Buy	136,305 +10,368	+8%	+$295K	0.02%	384
2024 Q3	$3.49M	Sell	125,937 -51,102	-29%	-$1.36M	0.02%	360
2024 Q2	$4.61M	Sell	177,039 -27,966	-14%	-$732K	0.03%	299
2024 Q1	$5.56M	Buy	+205,005	New	+$5.23M	0.03%	264
2023 Q4	–	Sell	-993,468	Closed	-$22.4M	–	1422
2023 Q3	$22.4M	Buy	993,468 +587,604	+145%	+$13.9M	0.17%	63
2023 Q2	$8.38M	Buy	405,864 +156,822	+63%	+$3.53M	0.06%	165
2023 Q1	$5.63M	Buy	249,042 +207,987	+507%	+$4.79M	0.05%	192
2022 Q4	$898K	Buy	41,055 +2,661	+7%	+$58.3K	0.01%	433
2022 Q3	$774K	Sell	38,394 -966	-2%	-$21.6K	0.01%	427
2022 Q2	$823K	Sell	39,360 -576	-1%	-$13.3K	0.01%	397
2022 Q1	$1.01M	Sell	39,936 -1,572	-4%	-$39.4K	0.01%	390
2021 Q4	$1.11M	Buy	41,508 +2,688	+7%	+$71.7K	0.01%	401
2021 Q3	$991K	Buy	38,820 +9	+0%	+$235	0.01%	409
2021 Q2	$1.01M	Sell	38,811 -27	-0.1%	-$697	0.01%	380
2021 Q1	$964K	Buy	38,838 +1,533	+4%	+$37.2K	0.02%	347
2020 Q4	$848K	Buy	37,305 +975	+3%	+$20.3K	0.02%	351
2020 Q3	$672K	Sell	36,330 -6	-0%	-$111	0.02%	328
2020 Q2	$637K	Buy	36,336 +180	+0.5%	+$2.93K	0.02%	305
2020 Q1	$508K	Buy	36,156 +6,018	+20%	+$110K	0.02%	320
2019 Q4	$604K	Buy	30,138 +540	+2%	+$10.5K	0.02%	343
2019 Q3	$558K	Sell	29,598 -465	-2%	-$8.79K	0.03%	311
2019 Q2	$574K	Buy	30,063 +14,709	+96%	+$275K	0.03%	278
2019 Q1	$283K	Buy	+15,354	New	+$274K	0.02%	406

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Lido Advisors's SCHM Position: Q2 2026 in Review

Lido Advisors reduced its Schwab US Mid-Cap ETF (SCHM) stake by 13% in Q2 2026, selling an estimated $951K and leaving 179,442 shares worth $6.62M. The position accounts for 0.02% of the portfolio, ranked #436.

Lido Advisors first reported a position in SCHM in Q1 2019 and has held it in 29 quarters since. The position peaked at $22.4M in Q3 2023. 1,068 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Lido Advisors held 179,442 shares of Schwab US Mid-Cap ETF worth $6.62M as of Q2 2026.
Lido Advisors sold 27,623 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $951K.
Schwab US Mid-Cap ETF made up 0.02% of Lido Advisors's portfolio in Q2 2026, its #436 holding.
Lido Advisors first reported a position in Schwab US Mid-Cap ETF in Q1 2019 and has held it in 29 quarters since.
Lido Advisors's Schwab US Mid-Cap ETF position peaked at $22.4M in Q3 2023.
1,068 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.